Qed Capital Advisors PMS

Investment Strategy Framework Markets are dynamic and volatile, with direction changing frequently. QED follows a quantitative, process-oriented approach to ensure investments remain aligned with long-term financial goals.

Core Principles:

1. Rule-Based Approach Markets are observed systematically and adapted to using quant-driven analytics combined with human expertise. This safeguards investments against risks while aligning with defined goals.

2. Satellite Approach This approach blends active and passive investing. Passive investing focuses on asset allocation, while active investing emphasizes bottom-up stock selection. Factor investing tilts portfolios toward styles such as Value, Momentum, and Quality.

3. Periodical Rebalancing Rebalancing adapts portfolios to changing market conditions. It helps diversify risks and ensures capital allocation remains aligned with long-term objectives.

4. Overcoming Behaviour Gap The behaviour gap refers to cognitive biases that negatively affect investment decisions, including Herding, Anchoring Bias, Confirmation Bias, and Disposition Effect. By addressing these behavioural inefficiencies, QED seeks to bridge the gap between potential and actual investor outcomes.